One study asserts that these relationships can make a difference for investors.  Provided by Marc Aarons at Money Managers, Inc.  What is a relationship with a financial advisor worth to an investor? A 2019 study by Vanguard, one of the world’s largest money managers, attempts to answer that question. Vanguard’s whitepaper concludes that when an […]

In this Q3 recap: the U.S. and China intensify their trade dispute, but agree to negotiate again, the Federal Reserve cuts short-term interest rates once more, and stocks ride through some volatility to end the summer higher. Quarterly Economic Update A review of Q3 2019, Presented by Marc Aarons at Money Managers, Inc. THE QUARTER […]

What you need to know.  Provided by Marc Aarons at Money Managers, Inc.   When you reach age 70½, the Internal Revenue Service instructs you to start making withdrawals from your traditional IRA(s). These withdrawals are also called Required Minimum Distributions (RMDs). You will make them, annually, from now on.1 If you fail to take […]

Three different approaches.  Provided by Marc Aarons at Money Managers, Inc.  The majority of stock market analysis can be lumped into three broad groups: fundamental, technical, and sentimental. Here’s a closer look at each. Fundamental Analysis. The goal of fundamental analysis is to determine whether a company’s future value is accurately reflected in its current […]

Avoid these situations, if you can. Provided by Marc Aarons at Money Managers, Inc. Pursuing your retirement dreams is challenging enough without making some common, and very avoidable, mistakes. Here are eight big mistakes to steer clear of, if possible. No Strategy. Yes, the biggest mistake is having no strategy at all. Without a strategy, […]

If passed, it would change some long-established retirement account rules. Provided by Marc Aarons at Money Managers, Inc. If you follow national news, you may have heard of the Setting Every Community Up for Retirement Enhancement (SECURE) Act. Although the SECURE Act has yet to clear the Senate, it saw broad, bipartisan support in the […]

The hows and whys of college savings. Provided by Marc Aarons at Money Managers, Inc. The American family with a child born today can expect to spend about $233,610 to raise that child to the age of 18. And if you’ve already traded that supercharged convertible dream for a minivan, you can expect your little […]

Provided by Marc Aarons at Money Managers, Inc. On a sunny Friday in June of 2015, the Supreme Court of the United States (SCOTUS) made a monumental decision in Obergefell v. Hodges, which drastically changed the country’s social and financial landscape. Same-sex couples celebrated, the nation’s monuments were lit in joyous rainbow hues, and Americans who […]

Expect volatility, but avoid letting the headlines alter your plans Provided by Marc Aarons at Money Managers, Inc. Recent headlines have added volatility to the markets. There will always be new headlines, and any of them could mean turbulence for Wall Street. As an investor and retirement saver, how much will this turmoil matter to […]

What are your options? What are the benefits? Provided by Marc Aarons at Money Managers, Inc. If you own an Individual Retirement Account (IRA), perhaps you have heard about Roth IRA conversions. Converting your traditional IRA to a Roth IRA can make a lot of sense depending on your situation. But remember, consulting with your […]